Josephgflowers/finance_curriculum_topics · Datasets at Hugging Face

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Tech-Enabled & Platform Finance - E-commerce Finance - Using marketplace loans for business emergencies
Tech-Enabled & Platform Finance - E-commerce Finance - Using payment plugins to support multiple currencies
Tech-Enabled & Platform Finance - E-commerce Finance - Using QuickBooks integrations to sync daily online sales data
Tech-Enabled & Platform Finance - E-commerce Finance - Using Shopify inventory tools for multi-location sales
Tech-Enabled & Platform Finance - E-commerce Finance - Using short-term loans for working capital in an online store
Tech-Enabled & Platform Finance - E-commerce Finance - Using virtual business cards for online advertising spend
Tech-Enabled & Platform Finance - E-commerce Finance - Utilizing cash flow plugins and apps in Shopify
Tech-Enabled & Platform Finance - E-commerce Finance - Utilizing revolving credit lines for online businesses
Technology & Reporting – Data & Standards – X-Efficiency, XBRL (eXtensible Business Reporting Language)
Timor-Leste - Dollarization and rural microfinance
Timor-Leste - Post-conflict banking system reforms
Tonga - Post-disaster microfinance programs
Tonga - Remittance-driven household savings
Trade & Supply Chain Finance – Trade Credit Insurance – Supply-Chain Finance & Reverse Factoring
Trade & Supply Chain Finance – Trade Documents – Incoterms (FOB, CIF, DAP, DDP)
Trading, Execution, and Performance Evaluation - Performance Measurement and Attribution - Attribution by asset class
Trading, Execution, and Performance Evaluation - Performance Measurement and Attribution - Attribution by manager
Trading, Execution, and Performance Evaluation - Performance Measurement and Attribution - Attribution by sector
Trading, Execution, and Performance Evaluation - Performance Measurement and Attribution - Benchmark customization
Trading, Execution, and Performance Evaluation - Performance Measurement and Attribution - Benchmark selection
Trading, Execution, and Performance Evaluation - Performance Measurement and Attribution - Evaluation of multi-asset portfolios
Trading, Execution, and Performance Evaluation - Performance Measurement and Attribution - Evaluation of multi-manager portfolios
Trading, Execution, and Performance Evaluation - Performance Measurement and Attribution - Money-weighted returns
Trading, Execution, and Performance Evaluation - Performance Measurement and Attribution - Time-weighted returns
Trading, Execution, and Performance Evaluation - Trading and Execution - Algorithmic trading
Trading, Execution, and Performance Evaluation - Trading and Execution - Ethical considerations in trading
Trading, Execution, and Performance Evaluation - Trading and Execution - High-frequency trading
Trading, Execution, and Performance Evaluation - Trading and Execution - Implementation shortfall
Trading, Execution, and Performance Evaluation - Trading and Execution - Liquidity management
Trading, Execution, and Performance Evaluation - Trading and Execution - Market microstructure - execution venues
Trading, Execution, and Performance Evaluation - Trading and Execution - Market microstructure - order types
Trading, Execution, and Performance Evaluation - Trading and Execution - Market microstructure - transaction costs
Trading, Execution, and Performance Evaluation - Trading and Execution - Regulatory considerations in trading
Trading, Execution, and Performance Evaluation - Trading and Execution - Slippage management
Trading, Execution, and Performance Evaluation - Trading and Execution - Trading benchmarks
Trinidad & Tobago - Cooperative credit union sector
Trinidad & Tobago - Energy sector finance and volatility
Trinidad & Tobago - Sovereign wealth fund management (Heritage and Stabilization Fund)
Turkmenistan - Foreign exchange controls
Turkmenistan - Oil and gas sector project finance
Turkmenistan - State-owned enterprise finance
Uganda - Agricultural insurance pilot programs
Uganda - Informal lending and risk management
Uganda - Mobile money agent networks
Uganda - Refugee financial inclusion initiatives
Uganda - SACCOs (Savings and Credit Cooperative Organizations)
United Kingdom - Brexit impact on financial markets
United Kingdom - Buy-to-let mortgage rules in UK
United Kingdom - ESG reporting and disclosure in UK
United Kingdom - FTSE index investing rules
United Kingdom - HMRC tax compliance and investigation
United Kingdom - Inheritance tax planning (IHT)
United Kingdom - ISA (Individual Savings Account) management
United Kingdom - London Interbank Offered Rate (LIBOR) transition
United Kingdom - Non-domicile taxation issues
United Kingdom - Remittance basis of taxation
United Kingdom - Scottish vs. English financial law
United Kingdom - Stamp duty and property transaction costs
United Kingdom - UK anti-money laundering requirements
United Kingdom - UK Financial Conduct Authority regulation
United Kingdom - UK pension auto-enrollment
United States - 401(k) retirement plan regulation
United States - Community Reinvestment Act (CRA) compliance
United States - FDIC insurance coverage rules
United States - Federal Home Loan Bank system
United States - Federal Reserve monetary policy impacts
United States - FinCEN anti-money laundering requirements
United States - Health Savings Account (HSA) tax advantages
United States - IRS audit red flags for small businesses
United States - Medicaid spend-down and asset protection
United States - Municipal bond tax treatment
United States - Native American tribal finance programs
United States - Qualified Opportunity Zone investing
United States - Registered Investment Adviser (RIA) regulation
United States - ROTH vs. traditional IRA strategy
United States - S corporation tax structure rules
United States - SEC regulation of securities markets
United States - Section 1031 like-kind exchange for real estate
United States - Social Security benefits planning
United States - State and local tax (SALT) deduction cap
United States - State income tax differences and planning
United States - U.S. estate tax exemption thresholds
United States - U.S. student loan repayment programs
Uzbekistan - Agricultural cooperative finance programs
Uzbekistan - Green bond issuance for infrastructure
Uzbekistan - Islamic finance pilot projects
Uzbekistan - Microfinance sector development
Uzbekistan - Pension system reform and private savings
Uzbekistan - Remittance flows from Russia and policy impact
Uzbekistan - Som currency risk and dollarization
Uzbekistan - Tashkent Stock Exchange and local equity investing
Vanuatu - Aid and remittance finance in Pacific islands
Vanuatu - Community-based savings clubs
Vanuatu - Cyclone recovery bonds and rebuilding finance

Tech-Enabled & Platform Finance - E-commerce Finance - Using marketplace loans for business emergencies

Tech-Enabled & Platform Finance - E-commerce Finance - Using payment plugins to support multiple currencies

Tech-Enabled & Platform Finance - E-commerce Finance - Using QuickBooks integrations to sync daily online sales data

Tech-Enabled & Platform Finance - E-commerce Finance - Using Shopify inventory tools for multi-location sales

Tech-Enabled & Platform Finance - E-commerce Finance - Using short-term loans for working capital in an online store

Tech-Enabled & Platform Finance - E-commerce Finance - Using virtual business cards for online advertising spend

Tech-Enabled & Platform Finance - E-commerce Finance - Utilizing cash flow plugins and apps in Shopify

Tech-Enabled & Platform Finance - E-commerce Finance - Utilizing revolving credit lines for online businesses

Technology & Reporting – Data & Standards – X-Efficiency, XBRL (eXtensible Business Reporting Language)

Timor-Leste - Dollarization and rural microfinance

Timor-Leste - Post-conflict banking system reforms

Tonga - Post-disaster microfinance programs

Tonga - Remittance-driven household savings

Trade & Supply Chain Finance – Trade Credit Insurance – Supply-Chain Finance & Reverse Factoring

Trade & Supply Chain Finance – Trade Documents – Incoterms (FOB, CIF, DAP, DDP)

Trading, Execution, and Performance Evaluation - Performance Measurement and Attribution - Attribution by asset class

Trading, Execution, and Performance Evaluation - Performance Measurement and Attribution - Attribution by manager

Trading, Execution, and Performance Evaluation - Performance Measurement and Attribution - Attribution by sector

Trading, Execution, and Performance Evaluation - Performance Measurement and Attribution - Benchmark customization

Trading, Execution, and Performance Evaluation - Performance Measurement and Attribution - Benchmark selection

Trading, Execution, and Performance Evaluation - Performance Measurement and Attribution - Evaluation of multi-asset portfolios

Trading, Execution, and Performance Evaluation - Performance Measurement and Attribution - Evaluation of multi-manager portfolios

Trading, Execution, and Performance Evaluation - Performance Measurement and Attribution - Money-weighted returns

Trading, Execution, and Performance Evaluation - Performance Measurement and Attribution - Time-weighted returns

Trading, Execution, and Performance Evaluation - Trading and Execution - Algorithmic trading

Trading, Execution, and Performance Evaluation - Trading and Execution - Ethical considerations in trading

Trading, Execution, and Performance Evaluation - Trading and Execution - High-frequency trading

Trading, Execution, and Performance Evaluation - Trading and Execution - Implementation shortfall

Trading, Execution, and Performance Evaluation - Trading and Execution - Liquidity management

Trading, Execution, and Performance Evaluation - Trading and Execution - Market microstructure - execution venues

Trading, Execution, and Performance Evaluation - Trading and Execution - Market microstructure - order types

Trading, Execution, and Performance Evaluation - Trading and Execution - Market microstructure - transaction costs

Trading, Execution, and Performance Evaluation - Trading and Execution - Regulatory considerations in trading

Trading, Execution, and Performance Evaluation - Trading and Execution - Slippage management

Trading, Execution, and Performance Evaluation - Trading and Execution - Trading benchmarks

Trinidad & Tobago - Cooperative credit union sector

Trinidad & Tobago - Energy sector finance and volatility

Trinidad & Tobago - Sovereign wealth fund management (Heritage and Stabilization Fund)

Turkmenistan - Foreign exchange controls

Turkmenistan - Oil and gas sector project finance

Turkmenistan - State-owned enterprise finance

Uganda - Agricultural insurance pilot programs

Uganda - Informal lending and risk management

Uganda - Mobile money agent networks

Uganda - Refugee financial inclusion initiatives

Uganda - SACCOs (Savings and Credit Cooperative Organizations)

United Kingdom - Brexit impact on financial markets

United Kingdom - Buy-to-let mortgage rules in UK

United Kingdom - ESG reporting and disclosure in UK

United Kingdom - FTSE index investing rules

United Kingdom - HMRC tax compliance and investigation

United Kingdom - Inheritance tax planning (IHT)

United Kingdom - ISA (Individual Savings Account) management

United Kingdom - London Interbank Offered Rate (LIBOR) transition

United Kingdom - Non-domicile taxation issues

United Kingdom - Remittance basis of taxation

United Kingdom - Scottish vs. English financial law

United Kingdom - Stamp duty and property transaction costs

United Kingdom - UK anti-money laundering requirements

United Kingdom - UK Financial Conduct Authority regulation

United Kingdom - UK pension auto-enrollment

United States - 401(k) retirement plan regulation

United States - Community Reinvestment Act (CRA) compliance

United States - FDIC insurance coverage rules

United States - Federal Home Loan Bank system

United States - Federal Reserve monetary policy impacts

United States - FinCEN anti-money laundering requirements

United States - Health Savings Account (HSA) tax advantages

United States - IRS audit red flags for small businesses

United States - Medicaid spend-down and asset protection

United States - Municipal bond tax treatment

United States - Native American tribal finance programs

United States - Qualified Opportunity Zone investing

United States - Registered Investment Adviser (RIA) regulation

United States - ROTH vs. traditional IRA strategy

United States - S corporation tax structure rules

United States - SEC regulation of securities markets

United States - Section 1031 like-kind exchange for real estate

United States - Social Security benefits planning

United States - State and local tax (SALT) deduction cap

United States - State income tax differences and planning

United States - U.S. estate tax exemption thresholds

United States - U.S. student loan repayment programs

Uzbekistan - Agricultural cooperative finance programs

Uzbekistan - Green bond issuance for infrastructure

Uzbekistan - Islamic finance pilot projects

Uzbekistan - Microfinance sector development

Uzbekistan - Pension system reform and private savings

Uzbekistan - Remittance flows from Russia and policy impact

Uzbekistan - Som currency risk and dollarization

Uzbekistan - Tashkent Stock Exchange and local equity investing

Vanuatu - Aid and remittance finance in Pacific islands

Vanuatu - Community-based savings clubs

Vanuatu - Cyclone recovery bonds and rebuilding finance